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67/100 Bearish 12.08.2026 · 10:50 Finrend AI ⏱ 1 dk 👁 6 TR

Hedge Funds Increase Short Positions in AI Stocks

Hedge funds significantly increased their short positions in AI-related companies following the sharp sell-off in technology stocks in July. During this period, particular interest in data center and AI infrastructure providers indicates that funds are positioning for declines in these stocks. The stocks with the most significant increase in short positions include Super Micro Computer, CoreWeave, and Nebius Group. These companies have become targets for hedge funds due to their high valuations and volatility in the AI sector. Additionally, short positions in Nvidia, the leading chip manufacturer in the industry, were also observed to increase. Analysts attribute this development to concerns about overvaluation in AI stocks. The July sell-off revealed fragility in the technology sector, and hedge funds are noted to be following a strategy to profit from this decline. The rise in short positions reflects market participants' unease regarding the AI bubble. Experts suggest that such short-position movements could exert pressure on the market, but may also create opportunities for long-term investors. Given that the fundamental growth dynamics in the AI sector remain intact, short-term fluctuations are considered unlikely to be permanent. This is not investment advice.

📊 NVDA — Piyasa Yorumu

▼ down · 60%

Hedge funds' increased short positions in AI stocks could create selling pressure on NVDA. Technically, the price is below the 20-day moving average, and the RSI at 47.5 indicates weak momentum. The MACD remains below the signal line, supporting a short-term bearish trend. However, since the price is above the 50-day average, any decline is likely to be limited. Therefore, the direction is downward, but a strong sell-off is not expected.

RSI 14
47.6
MACD
0.11
24h Δ
-1.33%

📊 SMCI — Piyasa Yorumu

▼ down · 60%

Hedge funds' increased short positions in AI stocks could create selling pressure on AI-focused equities such as SMCI. Technical indicators show RSI at 56, indicating a neutral zone, while MACD remains below the signal line, suggesting weakening momentum. Although the price is above the SMA20 and SMA50, short-term news flow could have a negative impact. The recent 5.5% rise over the last 24 hours may set the stage for profit-taking. Therefore, the likelihood of a short-term downward correction appears moderate.

RSI 14
56.1
MACD
0.27
24h Δ
5.51%

📊 CRWV — Piyasa Yorumu

▼ down · 60%

Hedge funds' increased short positions in AI stocks could create selling pressure across the sector, negatively impacting AI-focused stocks such as CRWV. Technical indicators show RSI at 56, in neutral territory, while MACD remains below the signal line, indicating weakening short-term momentum. Despite a 3.58% rise in the last 24 hours, the combination of news flow and technical outlook suggests potential profit-taking. While trading above SMA20 and SMA50 supports the medium-term trend, the possibility of a short-term downside correction driven by news is prominent. Therefore, caution is advised, and support levels should be closely monitored.

RSI 14
56.3
MACD
0.37
24h Δ
3.58%
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